How to play Nvidia’s ‘best-in-show’ stock

Nvidia Corp.: “Yes[, This specific is usually a Great time to start nibbling on Nvidia]. OK, Nvidia reports on Thursday. I think the quarter is usually going to be just OK, not great. I think your next quarter is usually going to have a product gap because they’ve got This specific Turing chip of which is usually so smart of which nobody’s running for of which yet. nevertheless the answer is usually I agree. I’d buy a little before along with also also then a little after. Do not make a big commitment because the stock is usually in free fall, nevertheless I like your thinking. Long term, of which is usually the best in show.”

Impinj Inc.: “This specific one is usually way too crazy for me. In This specific market, for identification [along with also also] RFID, we like Zebra, not This specific one. Don’t buy.”

Roku Inc.: “You’re still OK. of which is usually coming down because of which’s one of those situations where what’s happened is usually the market no longer likes these very high-multiple stocks. I would certainly sell half along with also also then see what happens, because of which definitely did have a Great quarter. of which was not a bad quarter.”

Cypress Semiconductor Corp.: “I think Cypress is usually way too low to be able to give up right currently. I think the quarter’s actually going to be OK. People don’t like of which group, nevertheless Cypress is usually doing well along with also also the management is usually excellent along with also also you can pocket of which dividend.”

Science Applications Intl. Corp.: “I like of which military provider along with also also I think of which’s definitely terrific. I’ll tell you what: I don’t understand why of which company is usually still public. I think of which’s only a matter of time. I want you to stay long of which. I would certainly even buy some right here. Great idea.”

Micron Technology Inc.: “No. Not cheap yet. I think of which you haven’t seen the estimates cut. As soon as the estimates are cut, then we can look at of which. Until then, of which can continue to go lower.”

AvalonBay Communities Inc.: “of which actually is usually doing well because people are having a hard time being able to afford a brand-new home, to ensure’s why of which’s doing well. I think of which’s a Great stock here.”

Prudential Financial Inc.: “I like Prudential here. I like the insurers. We are in a deflationary environment, not an inflationary environment. The Fed’s got of which wrong along with also also I would certainly say buy, buy, buy!”

Eaton Corp.: “I think Eaton’s Great. The quarter wasn’t spectacular, nevertheless of which’s a Great industrial. currently, you’ve got to deal with the fact of which Europe is usually, I think, teetering on recession, nevertheless all of which said, I would certainly hold [of which] for the long term. Management’s done a Great job.”

Exxon Mobil Corp.: “You can’t go wrong with Exxon Mobil, nevertheless you have to understand of which I think of which oil’s probably headed to the low $50s, high $40s, along with also also there, you’ll be able to pick up a little bit more. So you can buy some currently along with also also some later, nevertheless 11 straight days of oil going down is usually not a Great sign. Exxon did have a Great quarter. of which’s got a great balance sheet.”

SAP SE: “I have to tell you, I think [the Qualtrics deal] is usually one of those ‘Keeping Up with the Joneses’ situations. I think they’re trying to stay inside the game, stay relevant with Salesforce. I prefer Salesforce. I’m going to talk about Salesforce when [the club has] our conference call Wednesday along with also also why I think of which SAP, while Great, is usually not as Great.”

Vornado Realty Trust: “Here’s my issue: Vornado, Simon Property Group, Federal Realty, Kimco, they all act great, along with also also of which’s because I think of which they’re not going to be able to get financing to be able to build a lot of some other malls or shopping centers. VNO is usually right. along with also also I’ve got to tell you, This specific guy Steve Roth who runs of which? He’s tough. I like him.”

McDonald’s Corp.: “Oh, man. McDonald’s is usually probably best in show. We had a meeting This specific morning with my staff along with also also I said, ‘You know what? If of which stock comes down, buy, buy, buy.’ nevertheless of which doesn’t want to come in. [CEO] Steve Easterbrook’s doing a great job.”

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